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JM

James A. Mueller

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CRD#: 1081613
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Armin Mueller, who also goes by Jim Mueller, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 6 firms and has passed the Series 63, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Mueller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 5, 2001 - December 31, 2003

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
MARIETTA, GA
Past

November 18, 1997 - December 31, 1999

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

August 8, 1996 - September 16, 1997

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

April 25, 1994 - July 11, 1996

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

September 21, 1984 - March 5, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

December 8, 1983 - April 28, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

August 12, 1983 - September 25, 1984

HERITAGE-PARK SECURITIES, LTD.

BD
CRD#: 10124

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/7/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RH
RESOURCE HORIZONS GROUP LLC
BENEFIT PLANNING ADVISORS, INC. | WEALTH ADVISORY SERVICES | SEQUOYAH PLANNING CORPORATION | RESOURCE HORIZONS GROUP, L.L.C. | RESOURCE HORIZONS GROUP LLC | GM FINANCIAL PLANNING INC. | DM FINANCIAL PLANNING | BENEFIT PLANNING OF CALIFORNIA | BENEFIT PLANNING INC.

CRD#: 104368 / SEC#: , 8-52830

BD
Terminated by SEC on 01/23/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/16/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RESOURCE HORIZONS HOLDING COMPANYSHAREHOLDER
FANNON, EILEEN MARIEFINOP, CFO4534618
MILLER, DAVID KEITHCOMPLIANCE OFFICER728491
MILLER, DAVID KEITHCEO/MUNICPAL SECURITIES PRINCIPAL728491
MILLER, KELLY STOLTEPRESIDENT/CROP/SROP1336841
TEDBALL, LAURA ANNECHIEF COMPLIANCE OFFICER4815741

Disclosures


Regulatory Event5
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RESOURCE HORIZONS GROUP LLC

CRD#: 104368

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